A nonprofit wants to record which services are provided to families.

To configure the Program Management Module (PMM) to record services provided to families, follow these steps:

Create Program Engagement Records:

Navigate to the "Program Engagements" tab.

Click "New" to create a new Program Engagement record.

Fill in the necessary details, ensuring to select the head of the household for the "Contact" field. This links the engagement to the primary contact within the family.

Select the Program:

In the Program Engagement record, select the relevant program that the family is engaged in. This helps in categorizing the services under specific programs.

Specify the Services:

Use the "Service Deliveries" related list to add services provided to the family. Click "New Service Delivery" and select the appropriate service. This ensures each service provided is tracked and recorded against the Program Engagement.